Internshala
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About Company: Motilal Oswal Financial Services Limited was founded in 1987 as a small sub-broking unit, with just 2 people running the show.
Key Responsibilities:
1. Advise HNI clients on equity portfolios and investment strategies.
2. Build and maintain strong relationships with high-value clients.
3. Monitor market trends and equity movements to provide timely investment insights.
4. Promote and cross-sell financial products, including insurance, mutual funds, PMS, AIFs, unlisted shares, and other in-house investment products.
5. Coordinate with RMS, CSE, IT, and internal teams to resolve client queries efficiently.
6. Keep clients updated on order execution, portfolio performance, and market opportunities.
have minimum 1 years of experience
are from Mumbai only
₹ 2,50,000 - 3,50,000 /year
1 year(s)
2026-12-04 23:59:59
Health Insurance, Life Insurance
Stock Trading, Sales and Effective Communication
1. Graduate or postgraduate in any discipline.
2. Minimum 1–2 years of experience in broking or financial services preferred.
3. Experience in client advisory, brokerage generation, and cross-selling financial products will be an added advantage.
Motilal Oswal Financial Services Limited was founded in 1987 as a small sub-broking unit, with just 2 people running the show. Our focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to grow into an 8600+ member team.
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